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JPMorgan Chase

4,671 hedge funds and large institutions have $580B invested in JPMorgan Chase in 2025 Q2 according to their latest regulatory filings, with 249 funds opening new positions, 1,994 increasing their positions, 1,980 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

2% more funds holding

Funds holding: 4,6004,671 (+71)

1% more repeat investments, than reductions

Existing positions increased: 1,994 | Existing positions reduced: 1,980

9% less call options, than puts

Call options by funds: $9.99B | Put options by funds: $11B

Holders
4,671
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
937
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$9.99B
Puts
$11B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
3426
LifePlan Investment Advisors
North Carolina
$951K
RC
3427
Rovin Capital
Arizona
$950K
EWP
3428
Elevation Wealth Partners
California
$949K
RWM
3429
RBA Wealth Management
California
$949K
AGA
3430
Arkos Global Advisors
Texas
$948K
1WM
3431
1858 Wealth Management
Ohio
$947K
OTPPB
3432
Ontario Teachers' Pension Plan Board
Ontario, Canada
$947K
CP
3433
Creekside Partners
California
$946K
ACC
3434
Acorn Creek Capital
Colorado
$946K
CHA
3435
Cooper/Haims Advisors
New York
$945K
WAG
3436
Wallace Advisory Group
California
$941K
PWM
3437
Prosperity Wealth Management
California
$939K
MF
3438
Montis Financial
Massachusetts
$937K
SLA
3439
Silver Lake Advisory
Utah
$936K
TI
3440
Truepoint Inc
Ohio
$935K
WFA
3441
WestHill Financial Advisors
California
$932K
WFS
3442
WealthGarden F.S.
California
$931K
WFM
3443
Wolff Financial Management
Michigan
$931K
CA
3444
Capital Advantage
California
$930K
WCG
3445
Weaver Consulting Group
California
$929K
WAOI
3446
Wealth Advisors of Iowa
Iowa
$928K
TFIPS
3447
Towarzystwo Funduszy Inwestycyjnych PZU SA
$928K
HI
3448
Harrington Investments
California
$927K
SAM
3449
SP Asset Management
California
$925K
LWM
3450
LeConte Wealth Management
Tennessee
$925K